Sr. Portfolio Consultant

Wealth Enhancement is an independent wealth management firm seeking an experienced Portfolio Consultant to drive success for advisors, clients, and internal teams. The role involves building strong relationships with advisors, delivering tailored support and guidance, and developing innovative ideas and strategies.

Requirements

• Bachelor's degree (or equivalent experience) in Business, Finance, Economics or related field
• Minimum of 6 years' experience in financial services industry, investments focus
• CFP, CFA or CIMA a plus
• FINRA Series 65
• Knowledge of financial markets, modern portfolio theory and asset allocation
• Proven written and verbal (presentation) communication skills
• Ability to create quality written presentations and articles
• Ability to organize and prioritize workflow and projects
• Detail oriented, highly organized and adaptable
• Experience with Microsoft Office suite

Benefits

• Training and professional development
• Medical, dental and vision coverage
• Health Savings Account (HSA) with employer contribution
• Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses
• Life and AD&D insurance
• Short-term and long-term disability, workers compensation
• 401k with match and profit sharing
• Wellness programs and resources
• Voluntary benefits, including pet insurance
• 18 days of paid time off (PTO), accrued annually
• 12 paid holidays each year
• Paid parental leave and paid caregiver leave
• Reimbursement for tuition, licensing, and other credentials